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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Green Bay | WI | 05/2026 | Present |
| Festival Foods | Green Bay | WI | 06/2017 | 12/2018 |
| Green Bay Parks Department | Green Bay | WI | 06/2019 | 08/2019 |
| Service First Staffing | Green Bay | WI | 07/2020 | 08/2020 |
| Wisconsin Public Service | Green Bay | WI | 05/2021 | 08/2021 |
| Benefit Advisors Insurance Agency | La Crosse | WI | 02/2022 | 10/2022 |
| Stifel | La Crosse | WI | 04/2023 | 05/2026 |
| Notre Dame Academy | Green Bay | WI | 08/2015 | 05/2019 |
| University Of Wisconsin La Crosse | La Crosse | WI | 09/2019 | 05/2023 |
| Unemployed | La Crosse | WI | 11/2022 | 03/2023 |
1. Wisconsin department of Financial Institutions; 4822 Madison Yards Way Madison WI 53705; Government agency; Wisconsin Public Notary Agent; Notarizing documents; 01/31/2025; 1 hr/month; During security trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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